Get 459-016 Judge Member Retirement Application.indd - State Of Oregon - Oregon

Filling out the 459-016 Judge Member Retirement Application is an essential process for users looking to manage their retirement benefits effectively. This guide provides clear, step-by-step instructions to assist users in completing this important document online with confidence and ease.

Follow the steps to complete the application accurately online.

1. To begin, click the ‘Get Form’ button to access the 459-016 Judge Member Retirement Application. This will allow you to open the document in your preferred editor for completion.
2. In Section A, provide your personal information. Include your first name, middle initial, last name, mailing address, phone numbers, date of birth, and email. If you wish, you can provide your Social Security number for confirmation purposes but be aware that leaving it blank may delay processing.
3. Specify the effective date of your retirement. This date must be the first of the month following your last day of work or the month you file your application.
4. In Section B, fill in your spouse's information if applicable. This includes their first name, middle initial, last name, mailing address, and date of birth. Remember, if there is a prenuptial agreement regarding survivor benefits, this must be declared.
5. Section C allows for an optional election to increase your surviving spouse's pension. If you choose to alter your retirement allowance for this benefit, mark the percentage you desire and ensure you are prepared to provide age verification for your spouse.
6. In Section D, complete the beneficiary information. If you do not have a spouse, designate a beneficiary, an estate representative, or a trust. You'll need to provide the necessary personal details for your chosen beneficiary.
7. Finally, in Section E, sign and date the form to verify that all information provided is correct. If further documents are required, such as proof of age, ensure to include those with your application.
8. Once all sections are completed, you can save the changes, download a copy, print the form, or share it as needed.

Start completing your documents online today to ensure a smooth application process.